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American States Water Company shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of American States Water Company (AWR) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in American States Water Company

Tip: Access up to 7 years of quarterly data

All positions including American States Water Company held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American States Water Company by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $781k 11k 73.32
2025-06-30 $474k 6.2k 76.66
2025-03-31 $427k 5.4k 78.68
2024-12-31 $441k 5.7k 77.72
2024-09-30 $450k 5.4k 83.29
2024-06-30 $407k 5.6k 72.57
2024-03-31 $397k 5.5k 72.24
2023-12-31 $553k 6.9k 80.42
2023-09-30 $523k 6.7k 78.68
2023-06-30 $578k 6.6k 87.00
2023-03-31 $586k 6.6k 88.89
2022-12-31 $621k 6.7k 92.55
2022-09-30 $516k 6.6k 77.92
2022-06-30 $567k 7.0k 81.52
2022-03-31 $561k 6.3k 89.01
2021-12-31 $629k 6.1k 103.45
2021-09-30 $520k 6.1k 85.48
2021-06-30 $479k 6.0k 79.54
2021-03-31 $174k 2.3k 75.55
2020-12-31 $116k 1.5k 79.83
2020-09-30 $29k 378 76.72
2020-06-30 $108k 1.4k 78.37
2020-03-31 $103k 1.4k 74.75
2019-09-30 $130k 1.4k 89.72
2019-06-30 $75k 1.0k 75.00
2019-03-31 $71k 1.0k 71.00
2018-12-31 $94k 1.4k 67.14
2018-09-30 $86k 1.4k 61.43
2018-06-30 $86k 1.5k 57.33
2018-03-31 $77k 1.5k 51.33
2017-12-31 $93k 1.6k 58.12

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View all positions for Captrust Financial Advisors

Top funds holding American States Water Company

BlackRock
Vanguard Group
Neuberger Berman Group
State Street Corporation
Geode Capital Management
First Trust Advisors
Dimensional Fund Advisors
Principal Financial Group
Morgan Stanley
Invesco
Pictet Asset Management Holding SA
Northern Trust
Charles Schwab Investment Management
Bank of New York Mellon
Jpmorgan Chase & Co

View all funds holding American States Water Company